I'm wondering if others have the issue with duplicate items on an invoice and how you find them easily.It would be nice to be able to sort and find any duplicates and/or it notifies tech's & sales doing estimates they already had that item on there.
For example, when a customer uses Greensky Financing to pay for a job, we split the payment in to two types: Greensky Financing and the Greensky Financing Fee. This way the correct amounts flow in to QB for reconciliation. Right now, you go to the Co...
Has anyone else asked this question? How do we get our technician names on the invoices without having to manually type them into the job summary? Has anyone come up with a workaround? I attempted to create a custom field on an invoice, but the "invo...
The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...
Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.
Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.
How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...
Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!
When an invoice is paid in full (or even in part) I believe it would be good if a receipt was auto generated and emailed to the customer.
The e-mail template in ServiceTitan for invoices is just a generic, blanket "This is your invoice"-style template. What if there was a way to change that text (via a preset template) based on the AR status of the invoice? If the system knew automatic...
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